Unsurprisingly, UK equities have underperformed other markets since the Brexit referendum, but a few funds have defied the trend.
Tag: Brexit
Schroders launches global credit fund in HK
Brexit will likely be ‘softer’ than previously thought, UK bonds are cheap, and the firm’s global credit income fund has 20% invested in sterling denominated bonds, according to credit portfolio manager Michael Scott.
Politics are overblown as markets carry on
Kevin Gardiner, Rothschild Wealth Management’s London-based managing director and global investment strategist, said history shows key geopolitical events do not necessarily translate to market risk.
Bank of Singapore warns on `hard Brexit’
A `hard Brexit’ is the base case scenario for BOS and it will likely result in decline of both the pound and UK equities.
The Brexit debate: What exactly do we know?
As the British government struggles to trigger an exit from the European Union, fund distribution heads at some of the biggest names in the industry share their thoughts on the implications for their UK and European operations.
What does the industry think? – 22 August
In a new weekly feature, FSA finds the only executives in Asia willing to go on record and comment on key investment issues.
Brexit success could spark further EU break-up – OMGI
If the United Kingdom’s exit from the European Union leaves the country ‘better off’ it could spark further break-up, according to Christine Johnson, head of fixed income at Old Mutual Global Investors.
China’s market links resume as Brexit worry eases
After a Brexit delay, Hong Kong’s Shenzhen market connect is “imminent” and the Shanghai-London link will go forward, according to reports.
BoE cuts rates to 0.25%, turns on QE tap
The Bank of England’s monetary policy committee has cut interest rates to 0.25%, and committed to a new term funding scheme to “reinforce the pass-through” of the decision into the broader market.
HSBC GAM: No Brexit shockwaves in China
Brexit has not had an impact on China’s markets, and valuations are historically cheap, the firm said.
